Capital Advisors, Ltd. LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$759.1M

Holdings

1,508

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,508 positions)

#StockSharesValue% PortfolioType
201
SCHESCHWAB STRATEGIC TR
12,425$343K0.05%
202
SYKSTRYKER CORPORATION
896$333K0.04%
203
CMECME GROUP INC
1,251$332K0.04%
204
SYLDCAMBRIA ETF TR
5,208$332K0.04%
205
AMTAMERICAN TOWER CORP NEW
1,519$331K0.04%
206
SMMUPIMCO ETF TR
6,600$330K0.04%
207
OKEONEOK INC NEW
3,309$328K0.04%
208
HEFAISHARES TR
9,019$327K0.04%
209
DGRWWISDOMTREE TR
4,078$326K0.04%
210
BDXBECTON DICKINSON & CO
1,410$323K0.04%
211
BACBANK AMERICA CORP
7,716$322K0.04%
212
MSCIMSCI INC
561$317K0.04%
213
EPDENTERPRISE PRODS PARTNERS L
9,261$316K0.04%
214
OUSMALPS ETF TR
7,464$314K0.04%
215
APDAIR PRODS & CHEMS INC
1,049$309K0.04%
216
EEMISHARES TR
7,069$309K0.04%
217
SCHMSCHWAB STRATEGIC TR
11,735$307K0.04%
218
TRGPTARGA RES CORP
1,528$306K0.04%
219
LRCXLAM RESEARCH CORP
4,164$303K0.04%
220
JHMLJOHN HANCOCK EXCHANGE TRADED
4,482$302K0.04%
221
KOCOCA COLA CO
4,214$302K0.04%
222
DIVBISHARES TR
6,177$300K0.04%
223
SCHDSCHWAB STRATEGIC TR
10,734$300K0.04%
224
SMDVPROSHARES TR
4,566$299K0.04%
225
MDTMEDTRONIC PLC
3,280$295K0.04%
226
LRGFISHARES TR
5,104$295K0.04%
227
CVXCHEVRON CORP NEW
1,744$292K0.04%
228
AMATAPPLIED MATLS INC
2,007$291K0.04%
229
GBILGOLDMAN SACHS ETF TR
2,891$290K0.04%
230
ADBEADOBE INC
727$279K0.04%
231
JQUAJ P MORGAN EXCHANGE TRADED F
4,915$278K0.04%
232
TOTLSSGA ACTIVE ETF TR
6,866$277K0.04%
233
FANGDIAMONDBACK ENERGY INC
1,672$267K0.04%
234
IQDYFLEXSHARES TR
9,170$267K0.04%
235
URIUNITED RENTALS INC
423$265K0.03%
236
SPMDSPDR SER TR
5,100$261K0.03%
237
SUBISHARES TR
2,452$259K0.03%
238
VOVANGUARD INDEX FDS
1,000$259K0.03%
239
IXUSISHARES TR
3,698$258K0.03%
240
AFLAFLAC INC
2,292$255K0.03%
241
DISDISNEY WALT CO
2,563$253K0.03%
242
FDXFEDEX CORP
1,028$251K0.03%
243
IDV*ISHARES TR
7,999$248K0.03%
244
FRDMEA SERIES TRUST
7,075$248K0.03%
245
DWDMORGAN STANLEY
2,116$247K0.03%
246
NFRAFLEXSHARES TR
4,201$242K0.03%
247
WFCWELLS FARGO CO NEW
3,332$239K0.03%
248
MMM3M CO
1,618$238K0.03%
249
ADIANALOG DEVICES INC
1,175$237K0.03%
250
JSMLJANUS DETROIT STR TR
3,806$232K0.03%
251
AIRRFIRST TR EXCHANGE TRADED FD
3,375$230K0.03%
252
MOALTRIA GROUP INC
3,807$229K0.03%
253
UTFCOHEN & STEERS INFRASTRUCTUR
8,950$229K0.03%
254
IVZINVESCO EXCHANGE TRADED FD T
2,181$228K0.03%
255
SPSBSPDR SER TR
7,587$228K0.03%
256
COFCAPITAL ONE FINL CORP
1,255$225K0.03%
257
MDLZMONDELEZ INTL INC
3,252$221K0.03%
258
NEENEXTERA ENERGY INC
3,124$221K0.03%
259
DGXQUEST DIAGNOSTICS INC
1,301$220K0.03%
260
PAYXPAYCHEX INC
1,414$218K0.03%
261
FLOTISHARES TR
4,234$216K0.03%
262
VNQVANGUARD INDEX FDS
2,304$209K0.03%
263
ZTSZOETIS INC
1,263$208K0.03%
264
CRMSALESFORCE INC
774$208K0.03%
265
CDNSCADENCE DESIGN SYSTEM INC
817$208K0.03%
266
CMCSACOMCAST CORP NEW
5,553$205K0.03%
267
ORLYOREILLY AUTOMOTIVE INC
143$205K0.03%
268
IWOISHARES TR
803$205K0.03%
269
CSLCARLISLE COS INC
599$204K0.03%
270
PLTRPALANTIR TECHNOLOGIES INC
2,381$201K0.03%
271
TFISPDR SER TR
4,426$199K0.03%
272
7HPHP INC
7,118$197K0.03%
273
LINLINDE PLC
421$196K0.03%
274
GSGOLDMAN SACHS GROUP INC
359$196K0.03%
275
NKENIKE INC
3,077$195K0.03%
276
BMYBRISTOL-MYERS SQUIBB CO
3,165$193K0.03%
277
KLACKLA CORP
282$192K0.03%
278
IDEVISHARES TR
2,776$191K0.03%
279
AGQPROSHARES TR
3,600$190K0.03%
280
MGMTUNIFIED SER TR
4,850$187K0.02%
281
PGRPROGRESSIVE CORP
651$184K0.02%
282
AMDADVANCED MICRO DEVICES INC
1,757$181K0.02%
283
DFSEURDISCOVER FINL SVCS
1,048$179K0.02%
284
EWEDWARDS LIFESCIENCES CORP
2,446$177K0.02%
285
BONDPIMCO ETF TR
1,903$176K0.02%
286
OGIGALPS ETF TR
4,035$176K0.02%
287
VBKVANGUARD INDEX FDS
689$173K0.02%
288
EMGFISHARES INC
3,628$170K0.02%
289
SOSOUTHERN CO
1,850$170K0.02%
290
HIIHUNTINGTON INGALLS INDS INC
820$167K0.02%
291
PBPINVESCO EXCHANGE TRADED FD T
7,501$166K0.02%
292
CPCANADIAN PACIFIC KANSAS CITY
2,305$162K0.02%
293
VPUVANGUARD WORLD FD
941$161K0.02%
294
CMGCHIPOTLE MEXICAN GRILL INC
3,200$161K0.02%
295
IWRISHARES TR
1,840$157K0.02%
296
ARKKARK ETF TR
3,272$156K0.02%
297
PSXPHILLIPS 66
1,264$156K0.02%
298
VOOVANGUARD INDEX FDS
301$155K0.02%
299
FLEXFLEX LTD
4,693$155K0.02%
300
VGSHVANGUARD SCOTTSDALE FDS
2,648$155K0.02%
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